Investment Interest Expense: Deductible or Not?

It is imperative that an investor comprehend the deductibility of interest paid on portfolio loans before taking action in any investment opportunity. Investors who do not fully understand the tax law could potentially create a tax bill substantially higher than expected. Interest expense from portfolio loans raise many questions in this area.

Non-Cash Charitable Giving Opportunities

Most taxpayers are aware of the income tax deduction for donations to qualified charitable organizations, and many take advantage of this opportunity to benefit a good cause while reducing their tax bill.

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